To me, context is about pattern recognition.

It's connecting the dots.

It's giving readers an ability to synthesize

a number of different perspectives

so they can understand how the greater whole works,

because nothing really occurs in isolation anymore.

I'm Tim O'Brien and I'm the senior executive editor at Bloomberg Opinion.

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Joining us now in studio is Jeffrey you.

He's the head of the UK Investment Office at UBS here in London and it's great to meet you in person Jeffrey

nice to see you.

Likewise.

Let's start with the macro here.

We've been trying to process what's been happening in emerging markets with currencies in

particular over the course of the week.

What lessons are you drawing here?

...